By Cody Willard

Here are a few of the things I’ve repeatedly written and said about the app/smartphone/tablet/cloud revolution in the last couple years:

“Fastest growing industry in the history of the planet.”

“Will impact every company you invest in, whether they are tech companies or not.”

“Billions of dollars will be made in the next few years by app companies and app investors”

And today, as usual I came across a plethora of confirmations of these trends. Take a look at some of the huge numbers and impressive stats here in this NYTimes article by Claire Cain Miller this morning:

In the last six months, investors poured $500 million into developers of Twitter apps

According to Twitter, 750,000 developers have built one million apps, up from 135,000 developers and 150,000 apps a year ago.

In the last six months, companies including Wal-Mart and Salesforce.com, collectively paid $1 billion to buy such start-ups

Just about any article you read about app developers and smartphone growth and tablet market (read: Apple’s iPad and maybe someday somebody else will catch an iota of traction in the tablet sphere) is full of numbers exactly like these.

As I’ve often pointed out to my subscribers at TradingWithCody.com, my independent trading diary, we shouldn’t overthink this. When you see the chance to get in front of an industry that’s changing the entire world around you and will continue to explode in growth for the next few years at least…well, you just want to invest in that industry.

And you don’t have to overthink the stocks either, frankly. I’ve personally studied and written fundamental and trading analysis for more than 100 app-related stocks, but two of my mainstays remain simply Apple and Google. Last week, I explained why I was holding the Google calls I’d bought back in the lows of mid-June into the earnings report Thursday night. But as I pointed out in that article:

“I’m planning on holding Google for the next five to ten years at least.”

We caught a several hundred percent gain in just a couple weeks with those Google calls I’d been buying and told my subscribers about as I was doing it real-time. To be sure, we won’t get as lucky about all the near-term quarterly conference calls over the next few years as these revolutions build and play out and peak. Indeed, there will be quarters and companies that disappoint all along the way, as market shares are gained and lost (sorry cable companies!), as analysts numbers are raised and raised, and as who knows what goes wrong in the short-term at various points in the next decade.

And I’ll be both right and wrong at various points on various trades along the way.

I plan to continue to find, cite and buy the companies best positioned to benefit from these booms that I expect to turn into some of the biggest bubbles the market has even seen and to try to maximize my gains in those companies along the way, even knowing that there will be pain sometimes along the way. Such is life.

Regardless of the ups and downs and twists and turns, through all of that, the revolutions will continue and fortunes will be made.

I want to make some of that fortune. Don’t you?

You can see the trades I’m making as I’m making them in real-time in my quest to make some of that fortune at TradingWithCody.com. Click here today you can get a limited one week trial.

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About The Cody Word

Cody Willard writes the Revolution Investing investment newsletter for MarketWatch and posts the trades from his personal account at TradingWithCody.com He is the founder of WallStreetAll-Stars.com and the principal of CL Willard Capital. Cody serves as an adjunct professor at Seton Hall University and is on the University of New Mexico Alumni Board. He was an anchor on the Fox Business Network, where he was the co-host of the long-time #1-rated show on the network, Fox Business Happy Hour. Cody, a former hedge fund manager, and his stock picks and economic outlooks have been featured on NBC’s The Tonight Show with Jay Leno, ABC’s 20/20, CBS Evening News, CNBC’s SquawkBox, Jon Stewart’s The Daily Show, as well as in the Financial Times, Wall Street Journal, New York Times, and many other outlets.